What is the best personal financial software for mac? I am currently using Quicken 2007 but keep losing data.
Thanks,
iMac (20-inch Early 2008), Mac OS X (10.5.8)
A 2014 version of Moneydance is out. It has gotten very little press and does not appear to be the version cited in TOP 10 REVIEWS.
Here is a listing of what's new: https://infinitekind.zendesk.com/hc/en-us/articles/201036686-What-s-new-in-Money dance-2014-
msrdnr wrote:
I spent way too long waiting for Intuit to introduce a decent Mac product the first time around. To me, this sounds like more vaporware.
Hmmm! I continued to run Q '07 on Snow Leopard and had no waiting time. When Q '07 for Lion popped up, I run it on all four OSs: SL through Mavericks. No waiting at all here.
In all fairness to the poster, there was no Quicken available for the Mac between the time that Lion was released (circa Summer 2011) and when Intuit released Quicken for Lion (Intel) back in February 2012. While that may seem like a short period of time in retrospect, since there was little pre-announcement by Intuit that they would release such a product; it seemed like, once again, Intuit had abandoned the Mac market.
I suspect the poster is expressing his frustration over the fact that years have gone by and the PC version of Quicken still out-shines the Mac version.
MlchaelLAX wrote:
In all fairness to the poster, there was no Quicken available for the Mac between the time that Lion was released (circa Summer 2011) and when Intuit released Quicken for Lion (Intel) back in February 2012.
Yes there was, Q '07 which worked w/Snow Leopard. jumping on the Lion bandwangon w/o retaining a bootable SL volume was the mistake. Not everything Apple does is in the user's interest.😉
You are missing the point: it is not about a stale version of Quicken, still working on a PPC Mac or an Intel Mac running Rosetta!
Quicken 2007 PPC was written and released 6 years before Quicken for Lion was released in 2012. Many consider that time span as "too long" to wait for Intuit to release an updated version for the Mac; especially when they were consistently updating the PC version.
And at the end of the day, their "updated" version was only updated to run on Intel; it is STILL Quicken 2007!
baltwo wrote:
Not everything Apple does is in the user's interest.😉
You miss the point there, too! Apple gave us the same time span to move our software to the Intel platform (about 6 years) as they did when they removed the Classic Environment as an module for the original OS X releases through PPC Tiger (6 years).
They cannot inovate and continue to be compatible with post-6 year old software at the same time. Everyone has the alternative that you promote: keep an old Mac functional to, in your case, run Snow Leopard; and I am sure you have another old Mac that runs your Classic software, too! 🙂
Lastly, when my iMac G5 died and I purchased a new Mac Mini in August, 2011 that only booted Lion, how was I supposed to be able to keep a bootable Snow Leopard volume? I was not about to purchase another old Mac that could fail without notice again!
You are looking at global users problems from the miopic point of view of only your situation. I am glad it works for you! 🙂
No one has mentioned MYOB.com.au I use MYOB for Windows, and now run it in Parallels W7, but they do have a native Mac version. I think a free eval version can be downloaded from their site.
I am not endorsing MYOB, but it is the most popular SMB program in Australia.
I'll post what I did for what it's worth.
Just bought my first Macbook Pro, was using a Dell PC from 2004. I was using Quicken Deluxe 2012. I am not a technical person by any stretch.
I wanted Quicken for my new Macbook and did a bunch of research. I thought Quicken Mac 2007 would be the answer. I downloaded for the $15 and did not like it. It did not support Express Web Connect to download transactions for my accounts like the 2012 PC version did. Not wanting to pay some of my banks for Direct Connect, I searched on. Tried trials of Moneydance and iBank. Both you have to pay for Direct Connect with the Finacial Institutions, or go into each website and download transactions, then import into their respective program. Too time consuming. iBank offers basically paying them for what Quicken does with Express Web Connect for free.
aaaargh.
I bought a Macbook to join the iPhone and iPad I already have. This was supposed to be easy.
Started looking into virtualization. Read about Parallels and VmWare Fusion. They looked like and option, but I need to buy them plus a Windows license. Decent enough reviews for both I was getting close to picking one. Then I read about Crossover for Mac. I guess it is similar to Parallels and VMW Fusion, but you don't need to buy Windows. I really don't understand all three.
So I have downloaded the trial version of Crossover for free and installed Quicken Deluxe 2012 with it. I moved my QDF file from my PC over, crossed fingers and voila! It opened, it looks a little different than on the PC. Not quite as nice, fonts and colors mostly. I tried one step update and boom, it crashed. I reopened and tried one step update and it worked. I closed, reopened and tried one step update again three times now and it works. I will buy the full version of Crossover when the trial is over, assuming Quicken keeps working. I will use this until Quicken Marcus says the new Quicken for Mac is coming out.
Not holding my breath for that.
jznew2mac wrote:
I wanted Quicken for my new Macbook and did a bunch of research. I thought Quicken Mac 2007 would be the answer. I downloaded for the $15 and did not like it. It did not support Express Web Connect to download transactions for my accounts like the 2012 PC version did. Not wanting to pay some of my banks for Direct Connect, I searched on...
I am not sure your statement is correct. As I do not have access to the PC version of Quicken, I cannot check for myself.
This Intuit support document describes the three methods that Quicken can download transactions:
One of them is entitled "Express Web Connect". It is not clear to me from this document if it is supported on the Mac version, but it appears that it is. Even if it is not directly supported on the Mac version:
As I understand this method, Quicken simply acts as a web browser so that you can go to your financial institutions's website, log in and download your monthly transaction. I suspect that the downloaded file is in QIF format.
I have been doing precisely this method for over a decade when I was using Quicken Deluxe 2002 and now Quicken 2007 for Mac (Intel: Snow Leopard, Lion, Mt. Lion & Mavericks). However, instead of doing this step inside of Quicken, I just use my web browser to go to my credit card's websites (I have four credit cards with two financial institutions), log in and they offer me the ability to download QIF files of each's monthly transactions.
I then open each credit card's register in Quicken go to the FILE menu to IMPORT... FROM QIF and double click on the appropriate downloaded QIF file (I actually only download one at a time and then import it and then delete the downloaded QIF so, so as to not accidently import the QIF file into the wrong credit card register).
I now have every transaction in my register with date, payee and amount. I only have to enter each transactions' respective category. By using this method, I do NOT have to worry about a Target-type of hacker attack at Intuit that would obtain my login and passwords on my financial instituations (as noted in the Support Document; Intuit does save this information when you use Quicken for this purpose!).
I now attempt to use my credit cards for 100% of all my financial transactions and rarely write checks; although I do electronic payments from my checking account to pay most of these accounts.
So, I do not see what the PC version of Quicken offers you, with respect to Web Connect, that is not easily achieved with Quicken 2007 for Mac.
I think express web connect is only for PC. It is part of one step update. You enter your account ID and password once and transactions are downloaded every time you run the update. There is no opening a browser and logging into a Financial Institution website every time you want to download transactions.
http://quicken.intuit.com/support/help/bank-download-issues/enabling-an-account- for-express-web-connect/GEN82701.html
I think express web connect is only for PC. It is part of one step update. You enter your account ID and password once and ...
And some 17 year old St. Petersburg Russian hacker is selling your information to a Mexican Cartel!
I would like to point out crossover as a very good solution - I have been using this for several years. I have found that parallels and VM ware are slow to boot up and operate on MBP. Crossover is quick, you can use your mac apps right alongside quicken. There are a few little bugs but its worth it. I have tried several of the other programs (ibank, etc) and they are complete garbage! I also use Fund Manager for windows for portfolio management using Crossover.
Tech support is great if you have issues - highly recommended.
having said that, I have signed up for the Quicken Mac 2014 beta test...
H
I am very interested in your experience and that of anyone else using Crossover. I would love to revert to Quicken Home and Business without all of the Windows hassles.
Please keep us posted.
I am finding this forum very helpful, particularly since the beginning of the year.
P.S. I am now starting to use Moneydance 2014. It is much improved, particularly when it comes to budgeting, BUT it does not have:
a) The functionality of QH&B, like accounts receivable and invoicing
b) Consistent report print outs, although there is a reasonable work around. It involves saving a report as a file in .html format and printing it.
c) A multi-period Net Worth report allowing one to track changes over time. Here too, there is a reasonable work around by using the Asset Allocation report. This is not a bad substitute if one does not have significant liabilities.
You get the picture.
P.S. Downloading and importing credit card transactions in QIF format is a piece of cake.
I've spent more time researching this option. It looks like the latest version of CrossOver, version 13.0.1, is compatible with OS X Mavericks and that it will support Quicken 2013 (Windows), but not 2014 . . . at least for now. Note:a CD version seems to be easier to install than a download from somewhere like Amazon.
The big issue is how to port a .qif file over to Quicken (Windows). This is a big challenge for someone using Mac financial software, like Moneydance, in my case. It looks like you have to port it over to an earlier version of Quicken that recognizes the .qif format; then, once it is running, upgrade to a more recent version. Have any one of you had any experience doing this?
Please weigh in. Thanks.
The document that you link me to is incorrect at least in the respect that ALL versions of Quicken for Mac that I have used over the years, including but not limited to the most current version, Quicken 2007 both PPC and Intel (Lion, Mt. Lion and Mavericks) accepts QIF imports.
I cannot speak from experience about any version of Quicken for Windows.
Quite honestly, using QIF importing of information from my financial institutions is the only safe way to download my transactions from these financial institutions without having to share my log in and password information for these institutions with Intuit and potentially suffer a Target-like data breach in this regard!
I would never use a version of Quicken that required me to share this sensitive information with Intuit in order to be able to import this information.
Michael
What I am trying to do is recover the functionality of Quicken Home & Business, which I used before moving to my iMac, by using CrossOver. I've never found anything equivalent, short of going to Quick Books, which would be overkill in my case.
Here is another piece on the subject: http://quicken.intuit.com/support/help/account-transaction-issues/importing-and- exporting-qif-formatted-account-and-list-information/GEN82402.html
The route seems so tortuous, I may simply stay with what I am using now, the 2014 version of Moneydance, which meets my minimum requirements.
best financial software for mac
